Detwiler Fenton Investment Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $271K | Buy |
+4,798
| New | +$271K | 1.4% | 32 |
|
|
2014
Q4 | – | Sell |
-46,727
| Closed | -$3.44M | – | 76 |
|
|
2014
Q3 | $3.44M | Sell |
46,727
-70
| -0.1% | -$5.15K | 3.28% | 13 |
|
|
2014
Q2 | $3.44M | Sell |
46,797
-1,863
| -4% | -$137K | 2.78% | 10 |
|
|
2014
Q1 | $3.26M | Buy |
48,660
+1,066
| +2% | +$71.4K | 2.81% | 9 |
|
|
2013
Q4 | $3.17M | Buy |
47,594
+341
| +0.7% | +$22.7K | 2.84% | 7 |
|
|
2013
Q3 | $3.16M | Sell |
47,253
-249
| -0.5% | -$16.6K | 2.8% | 5 |
|
|
2013
Q2 | $2.76M | Buy |
+47,502
| New | +$2.76M | 2.8% | 5 |
|